SWA

ShankerValleau Wealth Advisors Portfolio holdings

AUM $390M
1-Year Est. Return 23.64%
This Quarter Est. Return
1 Year Est. Return
+23.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$294M
AUM Growth
+$60M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$30.5M
2
+$10.8M
3
+$557K
4
JNJ icon
Johnson & Johnson
JNJ
+$490K
5
ABBV icon
AbbVie
ABBV
+$265K

Top Sells

1
+$1.83M
2
+$1.42M
3
+$599K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$400K
5
SBUX icon
Starbucks
SBUX
+$19.5K

Sector Composition

1 Technology 24.19%
2 Financials 1.44%
3 Consumer Staples 0.57%
4 Healthcare 0.34%
5 Consumer Discretionary 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$239K 0.08%
2,107
27
$232K 0.08%
1,910
28
$229K 0.08%
+1,035
29
$212K 0.07%
+1,551
30
$204K 0.07%
+525
31
$204K 0.07%
+1,168
32
$179K 0.06%
15,769
1
2